Company profile: Fidelis Capital
1.1 - Company Overview
Company description
- Provider of advisor-owned wealth management services that manage clients’ financial complexity, including in-house investment management across public and private assets with strategic asset allocation and risk management; personalized wealth planning; tax management and advisory; fiduciary banking; personal risk management via coordinated insurance and cyber-risk mitigation; and health insurance and health care consulting.
Products and services
- Wealth Planning: Fidelis Capital develops personalized, custom-engineered plans to optimize and maintain every area of a client's financial life, addressing gaps and updating plans as needed
- Investment Management: Fidelis Capital manages client investments in-house, incorporating public and private asset classes while focusing on strategic asset allocation and risk management
- Tax Management and Advisory Services: Fidelis Capital manages income tax planning and preparation, advisor-coordinated to optimize tax strategies and assess tax-advantaged investment options
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Fidelis Capital
Wilmington Capital Management
HQ: Canada
Website
- Description: Provider of asset management and alternative investment services focused on real estate and energy, targeting long-term capital appreciation through private equity funds and direct holdings. Portfolio includes Calgary development land for self-storage/retail/car condos, an 18% interest in Champlain Shores (Ontario), a 16% interest in Sunchaser RV Resorts (~1,000 sites), and energy securities; prior stakes include Maple Leaf Marinas and Real Storage.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Telemus
HQ: United States
Website
- Description: Provider of independent wealth advisory services, guiding clients beyond financial security to leverage their wealth to achieve their envisioned future. Employs a deep and thoughtful exploration process with a unique team of experts to help define and pursue aspirational goals.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Rosenblatt
HQ: United Kingdom
Website
- Description: Provider of professional legal services, including dispute resolution across commercial, company/shareholder, banking, negligence claims, and regulatory matters; international arbitration, particularly in energy and infrastructure; insolvency advice and acting for office holders; commercial litigation on business, contractual, SPA, warranty, agency, supplier and franchisee disputes; IP disputes; and regulatory investigations.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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ITM
HQ: United Kingdom
Website
- Description: Provider of data migrations, data management, consulting, and administrative support services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Aker
HQ: Norway
Website
- Description: Provider of investment management services through industrial holdings and financial investments in oil and gas, maritime assets, marine biotechnology, and industrial software, including oil and gas operations on the Norwegian Continental Shelf, energy engineering services, industrial data integration software, renewable energy development and green technologies, and carbon capture solutions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Aker company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Fidelis Capital
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Fidelis Capital
2.2 - Growth funds investing in similar companies to Fidelis Capital
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4 - Top valuation comps for Fidelis Capital
4.2 - Public trading comparable groups for Fidelis Capital
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